John Davis
Copper Leaf Financial · Williston, Vermont
John Davis is a fee-only financial advisor at Copper Leaf Financial in Williston, Vermont, who holds the CFP credential. Copper Leaf Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Copper Leaf Financial |
|---|---|
| Based in | Williston, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $219.6M across 552 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VT · CRD 4307361 |
| Exams passed | Series 66 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | copperleaffinancial.com |
How John's firm compares
- Copper Leaf Financial's average account is about $398,000, from its Form ADV (assets managed divided by 552 accounts).
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Questions about John
Is John Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Copper Leaf Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Copper Leaf Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Davis based?
John Davis is based in Williston, Vermont.
What credentials does John Davis hold?
John Davis holds the CFP credential.
Is John Davis registered with the SEC?
Yes. John Davis is registered as an investment adviser representative in VT (CRD 4307361), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Copper Leaf Financial manage?
Copper Leaf Financial reports $219.6M across 552 accounts in assets under management.
How do I contact John Davis?
Through John's website, copperleaffinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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